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Program Administration (90 FAQs)

Top 10 FAQs For This Topic
How do I add a new company or remove companies from a company group to be rated?
How to add to or modify company groups
How do I change my user name and/or password to log in to the program?
How do I export my TurboRater leads into AgencyBuzz?
What are the restricted Access Levels that can be set on any type of user?
User Access levels in TurboRater
How do I turn on/off agency report card?
Agency Report Card
What are Company Groups?
How do I apply Quote Templates for multiple states?
How do I access and use Quote Letters and templates?
How do I make email address a required entry?
How do I set up TurboRater to use my agency's email server or domain?

Recently Added FAQs To This Topic
How do I reset my TurboRater password?
Resetting your TurboRater password
How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server)
How to setup Hawksoft integration with TurboRater (Remote Desktop/Terminal Server)
How to setup Hawksoft integration with TurboRater (Local Network/Desktop)
How to setup Hawksoft integration with TurboRater (Local Network/Desktop)
Auto-Purge Feature of TurboRater
Auto-Purge Feature of TurboRater
How to set up the Applied Epic bridge
Setup bridge for Applied Epic
Copy of the TurboRater Setup Guide
TurboRater Setup Guide
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
How do I change the address, phone number or other information for a location?
How do I change the address, phone number or other information for a location?
How do I add a new company for quoting?
What are user roles (agency or location admin, standard or restricted user)?
Entering United Insurance Group Credentials in to TurboRater
Entering United Insurance Group Credentials in to TurboRater
How do I rate dwelling policies only?
What do the new quote template options mean?
quote template default/setup
How to set the default payment method
Setting the default payment method
How to enable Homeowners rating in TurboRater
Setting Up Homeowners Rating
I would like to know how much it will be if we add another user or another location?
How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen?
How to change the requirement for the Bound/Not Bound menu
Illinois Custom Financing Setup
Illinois Custom Financing Setup
Generic Financing Setup
Generic Financing Setup
What to do if Progressive does not return a rate in TurboRater.
Progressive Quoting
How to set a user's default location
assigning a default location
How do I set up two-factor authentication?
How to set up Two-Factor Authentication
Location Assignment Settings
Quote Assignment Settings
How to make Phone Number a required entry
How to make Phone Number a required entry
Are there any companies available not listed? I am looking to see if Nevada General is available.
What are the status options available for each user?
User Status
How to activate AgencyBuzz in TurboRater
How to activate AgencyBuzz in TurboRater
How do I setup bridge to AMsoft?
AMsoft bridge setup.
Basic Reports Access for Standard or Restricted Users
Basic Reports Access for Standard or Restricted Users
Stillwater Auto and Home Company Setup
Stillwater Auto and Home Company Setup
What settings should be used for Applied Systems Bridges - v7.1, v9 & v10 and Epic?
Applied Systems Bridges - v7.1, v9 & v10
How do I change the company group for a Location?
How do I set or change the company group a user uses for quoting purposes?
How do I turn on Companies in multiple states?
How to turn on Companies in multiple states
Why would I make lead sources required?
Why would you make lead sources required?
How do I set a quote template for everyone in the agency?
quote template settings
What is required for Grinnell to rate.
Grinnel Setup
How do I deactivate Reliant’s Fee for Service Program?
How to Deactivate Reliant's Fee for Service Programs
How do I restrict a Standard User to only a specified location(s)?
How do I restrict a Location Admin to only their assigned locations?
How do I add a new location to TurboRater?
add new location create enter how
What is Restrict Location Admin to ONLY their assigned location?
How do you print a different Agency Name for a specific location?
How to set up a SambaSafety or Compass Driving Records MVR account in TurboRater.
How do I add a premium finance company?
How to add a premium finance company
I have locked myself out of TurboRater. How do I get my user account unlocked?
I did not receive the Agency Report Card email?
Agency Report Card
How do I turn on/off agency report card?
Agency Report Card
How an Agency or Location Admin can unlock a user's account
User locked out
How do I activate Homeowner rating in TurboRater?
How to Activate Homeowner Rating
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